9 Long-Term Investing Strategies to Achieve Financial Stability
Establishing a sturdy financial foundation is a gradual journey, requiring patience, investing strategies, and a commitment to long-term investment strategies. As the adage goes, “The best time to invest was yesterday, and the next best time is now.” So, if you haven’t begun your investment journey yet, there’s no better time to start than the […]
9 Tax-Free Investment Options for Your Portfolio
Investing is a crucial step in growing your savings, offering the potential to accumulate significant wealth over time. While it requires patience and consistency, dedicating some time and effort into your investments can help you achieve long-term financial goals. If you haven’t prioritized tax free investment yet, now might be the time to start. While […]
Exploring the Market Forecast and Best Asset Classes for a Thriving 2024
In a recent Webinar hosted by Toni Dasgupta, the CEO of Veda Financial, she shared valuable insights into the US economy, personal finance, market forecast and the country’s overall financial climate. She started the session with the financial experts’ assertion that a global recovery marked by a robust post-pandemic rebound will be the highlight of […]
The Secrets of Successful Portfolio Management in Investment
Portfolio management is a vital aspect of investment planning, involving strategically managing a collection of investments to achieve specific financial goals. It entails selecting, allocating, and monitoring assets to optimize the balance between risk and return. A well-managed portfolio is akin to a carefully crafted recipe. Portfolio management strategies combine different assets to create a […]
A 7-Point Year-End Financial Checklist for 2024
Closing the Books: A Financial Tune-Up for a Prosperous New Year! Portfolio Review:Review your portfolio for evolving financial objectives.Explore opportunities for growth along with effective risk management. Tax Planning:Stay informed about changes in tax regulations affecting your investment strategy.Optimize your portfolio for tax efficiency. Market Trends:Stay attuned to emerging market trends and seize potential investment opportunities.Regularly […]
TECHNOLOGY ADOPTION AT BREAKNECK SPEED
The adoption of new technologies is rapidly accelerating, driven by the demand for innovative solutions and the push for digital transformation across industries. The time to reach the holy grail of 1 million subscribers has shortened from 3.5 years for Netflix in 1999 to a mere 5 days for ChatGPT in 2022! – Businesses are […]
Bullish Investor Sentiment Points to Potential Bull Market in 2024 as $5.4 Trillion Awaits Deployment
Looking for a bull market in 2024? A record-breaking $5.4 trillion is sitting in cash as of May 31, 2023 signaling a bullish investor sentiment. Past events like the global financial crisis saw vast amounts of cash accumulation which were followed by significant bull runs. – The flight to cash and cash alternatives like money […]
Federal Reserve FOMC Meeting: Anticipated Interest Rate Hike and Implications for the Economy”.
Can you believe it is the fifth month of the year already? The Fed FOMC meeting is today and tomorrow. Bets are on for a quarter percent interest rate hike. After that chances are good that we get into a holding period where interest rates will remain stable. Inflation is down again by 1% from […]
An investment for a volatile market
RETURNS OF THE STOCK MARKET PLUS DOWNSIDE PROTECTION: TOO GOOD TO BE TRUE? 2022 and the start of 2023 have been challenging as investors have been scrambling to find ways to protect their investments and make money. One silver lining on the horizon has been Market Linked Notes (MLN). MLNs are one of the best-kept secrets of […]
The R-word
The R-word: The end of the year is a great time to take stock of Retirement accounts. Retirement savings counts as the largest portion of invested assets for most professionals. And no surprise, retirement today is largely self-funded (82% of workers) while banking on company pensions is rapidly going out of style (26%). With people […]
